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mTab Halo Key Features
Halo Reports
Purchases
Data Import
Minimum Requirements
How to Keep Tabs Always Active in Your Browser
Manage Workspaces
Access Content Management
Add Members to a Document and Grant Access Levels
Start a Report from Content Management
View or Edit Queries from Content Management
Workspace
Create a New Workspace
Edit an Existing Workspace
Add Members to a Workspace and Grant Access Levels
Modify the Access Level for Users or Groups in a Workspace
Remove Users or Groups from a Workspace
Workspace Access Levels
Access Levels for Collections, Lists, and Individual Content Items
Delete a Workspace
Collections
Create a New Collection
Edit an Existing Collection
Add Members to a Collection and Grant Access Levels
Modify the Access Level for Users or Groups in a Collection
Remove Users or Groups from a Collection
Delete a Collection
Lists
Create a New List
Edit an Existing List
Add Members to a List and Grant Access Levels
Modify the Access Level for Users or Groups in a List
Remove Users or Groups from a List
Delete a List
Manage Reports
Viewing - General Remarks
Accessing the Viewing Mode
Viewing Experience - General Remarks
Slide Type Pages
Interface Overview
Additional Interface Specifics
Table Type Pages
Interface Overview
Accessing the Viewing Mode - Author or Storybulider
Report Authoring Features
Storybuilding - General Remarks
Accessing the Storybuilding Mode
Storybuilding Interface for Slide-Type Pages
Storybuilding Interface for Tables
Report Merge
Merging Tips
Explore Data
First Steps in Halo Reports
General Workflow
Navigation
User Settings
User Settings - Calculations
User Settings - Interface
User Settings - Results
Displaying Statistic Labels in Spreadsheets
Connect Overview
Applying Connections to Tabs
Managing Existing Connections
Query Overview
Sources
Error Panel
Results
Questions
Section Context Menu
Question Context Menu
Browse Responses
Objects and KPIs
Query Panels
Filter
Columns
Rows
Pages
Tabs and Tab Settings
Working with a Study Questionnaire
Creating a Basic Crosstab
Select Data Connections
Question-based Crosstab
Output Settings
Selecting an Output Style
Transformations
Index Calculations
Calculations
Banded Median
Selection Of Weighting Factor
KPI-based Query
Choosing Statistics
Using Objects
Adding Rank
Crosstab - Viewing the Results
Unweighted Results
Source and Footnote Fields
Sort
Simple Sort
Custom Sort
Define Sort Order
Freeze Headers
Table Format Templates
Showing Statistic Labels in Table Output
Export to Excel
Using Filters
Add Variables to the Filter Area
Select Subset
Results
User-Defined Filters (UDF)
Using Pages
Create Pages
Browsing Results With Pages
Working with Multitab Projects
Actions with Tabs
Converting Tabs
Tabs Management
Multiselect Tabs
Tab Menus in the Upper Right Corner of Query
Duplicated Tabs Next to the Original Tab
Assign a Classification Color to Tabs
Hide a Tab in Viewer
Grouping Tabs
Navigate to a Specific Slide in Compose
More Advanced Topics
Using Subsets
Select Data - Categorical Question
Select Data - Numeric Question
Select Data - Multiple Choice Question
Using Numeric Variables as Categorical
Calculations: in Rows or Columns?
Numeric Questions Versus Place of Calculations
Transposing your Query
Nesting
Working with Evaluation Sets
Visualize Data
Analytical Visualizations
Pivot versus Crosstab
Formatting Visualizations
Mapping the Color of the Palette to a Label
Visualization Options
Structure Analysis
Significant Difference on Structure Analysis
Frequency Analysis
Frequency Analysis Settings - Overview
Scatterplot
Color Mode on Scatterplot
Hiding Point Labels on Scatterplot
Bar/Line Chart
Synchronize Left & Right Axes in Bar/Line Charts
Significant difference on Bar/Line chart
Spider Map
Significant difference on Spider Chart
Pie/Donut Chart
Composing Pages
Compose
Overview of Compose Elements
Design Area
Placing Charts and Objects on Slides
Pages and Page Layouts
Editing the Properties of Page Components
Preview Area
Working with Page Settings
Interactive Highlighting in Visual Tables
Manage Page Settings
Edit Mode in Compose
Editing Specific Selections
Editing Tables Used in Visualizations
Copy and Paste Elements to Other Pages
Copy and Paste Formats
Floating and Non-Floating Elements on Pages
Manually Specifying Axis Ranges
Multiple Selections in Compose
Saving the Report
Export Options for Visualizations
Basic Visuals
Shapes in Compose
Adding text in Compose
Static Images - Copy & Paste
Tables - Formatting Cells and Borders & Editing Header Text
Formatting a Selected Range of Cells
Table Formatting via Properties
Smart Selection in Tables
Formatting Individual Cells
Free Selection in Tables
Adding Borders
Editing Text in Column and/or Row Headers
Advanced Visuals
Grid
Grid - Interactions
Grid - Conditional Formatting
Grid - Wrapping Table
Grid - Copy/Paste
Grid - Dynamic Image Cell Type
Grid - Line Charts
Grid - Select Query
Grid: Getting Started with a Basic Grid
Grid: Multiple Dynamic Columns
Grid: Diverging Bar Charts, Benchmark Bars, Bottom 10 Sort
Grid: Using Data from Different Queries
Dynamic Images
Parameters in Dynamic Images
Rank Order - Dynamic Images & Expressions
Numeric Ranges - Dynamic Images & Expressions
Data Widgets
Gauge Widget
Adding a Title to Data Widget
Expressions in Compose
TabReference Accessing One Specific Value
TabReference - by Position
TabReference with ParameterValue
TabReference with Significant Difference
TabReference with Response Lables
TabReference - Dynamic Rows and Columns
TabReference - Dependent Rows
Sort order in Dynamic Row
Head/Tail and Skip in Dynamic Row
Filter in Dynamic Row
Table Data Format in Dynamic Row
Union in Dynamic Row
AsTable function in Dynamic Row
Use cases for different *All options (e.g. *All responses vs *All)
Use cases for *All outside of dynamic row
RankOf and Count Function
PositionOf Function
Contains Function
ItemAt Function
Join Function
Max/Min Functions
Sum and RowNumber Functions
ArithmAvg Function
Expressions - Additional Functions
ToString Function
ToNumber Function
IsMissing Function
IfElse Function
AND/ OR/ NOT Functions
Other Mathematical and Comparison Functions
String Functions
Superscripts
SlideSetting Function
Displaying the Response Label in a Data Reference
Conditional Formatting of Text Fields and Shapes
Charts in Compose
Charts - Managing Data
How to customize the displayed values on your chart?
How to Change the Displayed Statistic on the Chart?
Charts - Display Options
Customize the Color of Your Data on the Charts
How to Add and Edit the Legend?
Display Data Behind Charts in Visualizations
Export Data Behind Charts in Query to Excel
Additional Functionalities
Recoding Introduction
Recode - Overview
Recode Context Menu
Create New Recode
Setting a Dataset Scope for a Recode
Exporting & Importing Recodes
Create New Range Recode
Exporting & Importing Range Recodes
Editing a Recode
Top / Bottom Box & Range Filtering in Recodes
Create Reusable Mapping
Apply Reusable Mapping
Grouping Brands
Creating Age Ranges
Recoding Income Levels
Recoding Satisfaction Levels
Reversing a Scale
Assigning New Values to Numeric Data
Converting Numeric Data to Categorical Data
Creating New Categorical Groups from Categorical Data
Permanent versus Project-Scoped Recodes
Managing Access
Managing Access to User-Defined Questions and Mappings
Access to Reusable Mappings
View Owners of Shared Read-Only Resources
Defining New Questions Introduction
User-Defined Question Overview
User-Defined Question Context Menu
Creating a User-Defined Question
Create New Response from Condition
User-Defined Question Examples
New Question from Expression
Create New Response from Expression
Setting a Dataset Scope for a UDQ
Assigning a Preferred Weight to User-Defined Questions
UDQ Test
Permanent versus Project-Scoped User-Defined Question
Managing Access to User-Defined Questions
User Output Styles
Browsing Output Styles
Defining or Editing an Output Style
Assigning the Main Statistic to an Output Style
Permanent versus Project Scoped Output Style
Sharing Output Styles
User-Defined Filters
UDF - Overview
Create a New User-Defined Filter (UDF) From a Given Condition
Filtering Modes for Expressions with Evaluation Sets
Create New UDF from Expression
Setting a Dataset Scope for a UDF
Permanent versus Project-Scoped UDFs
UDFs Context Menu
Managing Access to UDFs
Working with Multiple Datasets
Top / Bottom N
Significant Differences
Significance Testing Across All Columns or Rows
Verbatim Questions
Verbatims - Basic Question Setup and Nesting
Verbatims - Browse Responses
Verbatims - Subset
Verbatims - Data Import
Verbatims - Text Analysis
Expressions Reference
Expression Editor
Functions and Operators
Data Types
Overriding and Publishing KPIs and Objects
Merge Pages Settings
Parameters
Parameters Context Menu
Alternative Paths to Create Parameters
Custom Parameters Value List
Dynamic Selection of Datasets
Regenerating Pages
Searching and Browsing
Search Section Names
Search in Responses
Import Data
General Data Import Concepts
Getting Started with an Initial File
Defining Study Family Attributes
Edit Study Family Attributes
Qualtrics File Support
Alternative Structures
Editing Alternative Structures via Drop-down Menu
Arranging Questions in Edit Mode
Simple Data Types
Bulk Rename
Multichoice Questions
Binary-Coded Multichoice Questions
Category-Coded Multichoice Questions
Working with Weights
Evaluation Sets
Adding Multiple Variables to an Evaluation Set
Changing the Order of Variables in an Evaluation Set
Assign Evaluation Level Question Weighting
Warning and Error Icons
Editing Response Labels and Codes
Assigning Statistics Values
Changing or Sorting the Order of Response Labels
Combining Question Responses
Autocomplete the Dictionary
Applying a Calculation Base
Flagging Dictionary Edits Applying Them to Other Questions
Multi-language Support
Saving Work in Edit Mode
Adding placeholder Entries in Response Dictionaries
Adding empty placeholders
Combining response dictionaries
How to combine response dictionaries
Defining the new dictionary
Assigning Weights on a Question and on a Dataset Level
Re-uploading a Dataset
Trending - Additional Datasets
Publishing an Imported Study Family
Manage Access to Study Families
Back up definition with dataset
Filtering option
Dataset Versions in Data Import
Create a Version of the Dataset
Define the Scope and Details of a Version
Copy Version to Another Dataset
Compare Versions
Shared Dictionaries
Using Shared Dictionaries
Assigning a Dictionary to Question(s)
Further Help / Contact Details

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